Connect Filestage and ZipBooks
Integrate Filestage with ZipBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from ZipBooks when New Project in Filestage
List All Estimates from ZipBooks when New Project in Filestage
List All Invoices from ZipBooks when New Project in Filestage
Calculate VAT Return in ZipBooks when New Project in Filestage
List Contacts from ZipBooks when Project is Archived in Filestage
Popular Filestage + ZipBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Filestage
When this happens...
New Project
Project is Archived
Project is Deleted
New File Version Is Uploaded
File Version is Deleted
New Folder is Created
Reviewer is Invited to a Reviewer Group
File Is Deleted
New Comment is Created
Comment Reply Is Created
File Due Date Is Changed
File Review Status is Changed
Review Decision is Submitted
New File is Added to a Project
When a Review Is Started in a New Reviewer Group
When a Review Due Date Has Arrived
Choose an action
ZipBooks
Automatically do this!
List Contacts
List All Estimates
List All Invoices
Calculate VAT Return
List Contacts from ZipBooks when New Project in Filestage
Use this flowList All Estimates from ZipBooks when New Project in Filestage
Use this flowList All Invoices from ZipBooks when New Project in Filestage
Use this flowCalculate VAT Return in ZipBooks when New Project in Filestage
Use this flowList Contacts from ZipBooks when Project is Archived in Filestage
Use this flowList All Estimates from ZipBooks when Project is Archived in Filestage
Use this flowList All Invoices from ZipBooks when Project is Archived in Filestage
Use this flowCalculate VAT Return in ZipBooks when Project is Archived in Filestage
Use this flowList Contacts from ZipBooks when Project is Deleted in Filestage
Use this flowList All Estimates from ZipBooks when Project is Deleted in Filestage
Use this flowSupported Triggers & Actions
Everything you can automate between Filestage and ZipBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Action is the task that follows automatically within your Filestage integrations.
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Filestage and ZipBooks free
No credit card required. Set up your first workflow in minutes.
About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
Learn moreSimilar apps
About ZipBooks
ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Filestage and ZipBooks accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Filestage and ZipBooks as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ZipBooks. No coding required.
Yes. You can set up a workflow where Filestage triggers actions in ZipBooks, and a separate workflow where ZipBooks triggers actions in Filestage. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Filestage and ZipBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Filestage and ZipBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
